​Ripple Hosts

​Benjamin Tincq

​Marble

​Ashwin Shashindranath

​Energy Impact Partners

​TL;DR

​How can the Developer Company (DevCo) model accelerate the deployment of critical climate infrastructure? What should we learn from mature DevCo sectors (e.g. solar, wind, biogas, other real assets) Is that a viable model for venture investors?

​Topic overview

​A Developer Company (DevCo) is an entrepreneurial operator that de-risks, packages and prepares construction-ready projects—managing permitting, financing and offtake—before selling or refinancing them to infrastructure owners.

​This model has been proven in mature clean energy assets, such as solar, wind, or biogas, as well as other kinds of infrastructure project.

​How fit-for-purpose is this model for next-generation climate tech assets? What lessons can be drawn from where it has worked? Under what conditions can DevCo be the right for venture investors, and in which sectors in particular? What should one look for when seeking to establish or finance a DevCo?

​What’s up for discussion?

• ​Why the next 5 years could be the time for DevCos 2.0

• ​How do DevCo's work – activities, team, business model, financing

• ​The DevCo Capital Stack: topco, project equity, dev capital, non-dilutive

• ​Build-sell vs. build-own: margin, speed, asset-management economics

• ​Platform advantages: data, permitting expertise, repeatable supply-chain playbooks

• ​Sector spotlights – and what makes a climate sector a great fit for DevCos

• ​Could DevCo's ever generate venture returns? Or are they a PE play?

​Dream outcome

​Investment theses, ideas, meeting investors and talent who want to build in that space.

​Who should attend?

​Climate Infrastructure and FOAK specialists, investors exploring infrastructure plays, corporates or family offices seeking exposure, climate tech founders